On The Move

1 2 3 4 5 6 7 8   [106]

Prospera Financial Services Adds $650 Million Firm

by FA Staff

Painter, Smith & Amberg has joined the Prospera network of firms.

Ex-Brokers Launch $450M RIA In Danville, Calif.

by FA Staff

Greykasell Wealth Strategies will be led by David Eisenhauer and will custody most client assets with Fidelity.

Wilmington Trust CEO To Exit $79 Billion Wealth Manager

by ,

Doris Meister, who has led Wilmington since 2016, will remain a consultant with the bank.

Salt Lake City Advisor Joins Crewe Advisors From Integrated Financial Group

by FA Staff

James Davenport's addition to Crewe Advisors is expected to help push the firm past the $2 billion AUM mark.

Miracle Mile Advisors Expands Nationally

by FA Staff

The Los Angeles-based firm is adding firms in Chicago and Baltimore.

Private Advisor Group Adds $120M AUM Ill.-Based Virtual Advisor

by FA News

Poterack Capital Advisors, based in Morton, Ill., is led by CEO Ryan Poterack.

NewEdge Advisors Recruits Connecticut's Nesso Wealth

by FA Staff

Nesso, with $262 million in client assets, was previously associated with the Carson Group.

Cambridge Launches $1.1B AUA Independent RIA Platform BridgePort

by

Advisors can transfer majority or minority ownership stakes in their businesses to the new firm.

David Canter Joins CAIS

by FA Staff

Canter's background working with independent advisors will allow CAIS to grow its business, CAIS said.

Stratos Investment Appoints Chief Marketing Strategist

by FA Staff

The company also announced that Fundamentum has been rebranded as Stratos Investment Management.

Oklahoma Advisor Joins Ameriprise With $130M

by FA Staff

Lance Lively left a 19-year career at Edward Jones to join Ameriprise's independent channel.

Florida Advisor With $100M AUM Joins Ameriprise Bank Channel

by FA Staff

Roberto Vargas joined Centennial Financial Services from J.P. Morgan Securities.

MAI Adds $144M Cincinnati Team

by FA Staff

WaterStone Investment Council became MAI's 35th acquisition since 2018.

Megan Carpenter Named To Board Of Foundation For Financial Planning

by FA Staff

David Yeske is taking over as chair of the board of directors.

Miracle Mile Advisors Adds Seattle Office

by FA Staff

The addition is part of an aggressive growth plan, the Los Angeles-based firm said.

Private Advisor Group Adds Troy, Mich. Advisor

by FA Staff

Led by Robert Drake, Drake Financial Services manages approximately $100 million in client assets.

BYRT Joins Kestra Platform

by FA Staff

The move positions the Georgia firm to become an acquirer, Kestra said.

Kestra PWS Adds $134M South Georgia Team

by FA Staff

Waycross, Ga.-based BYRT Financial Advisors, led by managing partner Matthew Tuten, joins Kestra from Avantax

Matt Boersen Becomes Youngest-Ever CFP Board Chair

by FA Staff

Boersen, 35, is managing partner for Straight Path Wealth Management in Michigan.

Ex-JPMorgan Private Banker Who Ran $24B Forms Family Office Firm

by

After a yearlong hiatus, David Nolet has launched a full-service multifamily firm in Fort Worth.

1 2 3 4 5 6 7 8   [106]